What are the responsibilities and job description for the BMFO Accountant position at Citrin Cooperman Advisors LLC?
BMFO Accountant
Citrin Cooperman offers a dynamic work environment, fostering professional growth and collaboration. We’re continuously seeking talented individuals who bring fresh perspectives, a problem-solving mindset, and sharp technical expertise. We know you have choices, so our team of collaborative, innovative professionals are at the ready to support your professional development. At Citrin Cooperman, we offer competitive compensation and benefits and most importantly, the flexibility to manage your personal and professional life to focus on what matters most to you!
We are looking for an Accountant to join our Business Management and Family Office group within the Advisory Department. As an Accountant you will be responsible for:
Responsibilities:
- Respond to client inquires & requests. Work closely with Partner/Director to resolve issues.
- Coordinate with Tax and Royalty Departments as needed.
- Manage & Mentor Account Manager. Provide supervision and oversight.
- First level review of Loan Applications Move to Manager or next level available.
- Review General Ledger & Trial Balance.
- Finalize monthly client reporting & meeting packages with support from Account Manager.
- Provide journal entries when necessary. These journals should be provided to the Assistant
- Account Managers for posting with a CC to Account Managers.
- Provide guidance to Account Manager on Y/E payroll and planning as needed. Work with for
- support.
- Prepare tax return packages with support from Account Manager.
- Tax Return Preparation as needed including preparation of more complex personal, trust,
- corporate tax returns.
- Preparation of CWA's if applicable or other international reporting.
- Preparation of budgets, settlement reports, and analysis for further review. This item is specific to
- touring clients.
- Initial preparation of basic investment analysis reports. Black Diamond should be utilized.
- Setting up client books.
Qualifications:
- 5-8 years of experience in BMFO or 0-3 years of experience in BMFO & Bachelor’s Degree
- (Accounting, Business Admin, Economics)
- Bonus Point Credentials: CPA; EA
About Citrin Cooperman:
Citrin Cooperman is one of the nation’s largest professional services firms. Since 1979, the firm has steadily built their business by helping companies and high net worth individuals find practical, actionable solutions to help them meet their short-term needs and long-term objectives. Citrin Cooperman clients span an array of industry and business sectors and leverage a complete menu of service offerings. Citrin Cooperman & Company, LLP, a licensed independent CPA firm that provides attest services and Citrin Cooperman Advisors LLC, which provides business advisory and non-attest services, operate as an alternative practice structure in accordance with the AICPA’s Code of Professional Conduct and applicable law, regulations, and professional standards. The entities include more than 450 partners and 2,500 total professionals. Learn more about Citrin Cooperman here: www.citrincooperman.com
CC Disclaimer:
"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, a licensed independent CPA firm, and Citrin Cooperman Advisors LLC serve clients’ business needs. The two firms operate as separate legal entities in an alternative practice structure. The entities of Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC are independent member firms of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL). All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.
